Melissa Bane, financial advisor Greenwood SC
90 score

Melissa Bane

CRD Number: 6200088
Current Firm: Greenwood Capital Associates, LLC

Melissa Bane (CRD# 6200088) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has 1 year of experience in the finance industry. Melissa Bane has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Gary Davis, financial advisor Greenwood SC
Gary S. Davis
CRD# 1673597
Edward Jones
Score
98
Similar Advisors
Christopher Benson, financial advisor Greenwood SC
Christopher B. Benson
CRD# 3062453
Raymond James Financial Services Advisors, Inc.
Score
96
Similar Advisors
Holly Bracknell, financial advisor Greenwood SC
Holly H. Bracknell
CRD# 2032767
Wells Fargo Advisors, LLC
Score
96
Professional Designations
Company Name Location Dates Years
Greenwood Capital Associates, LLC Greenwood, SC May 2013 - Current 3
Countybank Greenwood, SC May 2006 - May 2013 7

Melissa Bane has no recent exams reported.
Contact Info for Melissa D. Bane
Phone Number: 864-941-4049
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    1,071
    MILLIONS
  • Total Number of Accounts
    808
    ACCOUNTS
  • Average Account Value
    $1,325,149
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, FL, GA, LA, NC, NJ, SC, TX, VA

Ready to hire a financial advisor? Get competitive proposals from Melissa Bane and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.